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Dec 31, 2025
Life360 Inc Q4 2025 Earnings Report
Life360 reported record Q4 2025 results with strong revenue growth, expanding margins, and net income significantly impacted by a one-time tax benefit.
Key Takeaways
Life360 delivered 26% year-over-year revenue growth in Q4 2025, driven by subscription and other revenue strength. Adjusted EBITDA margin reached a record 22%, while net income was elevated due to a one-time, non-cash income tax benefit.
Total revenue increased 26% year-over-year to 145979000.
Adjusted EBITDA reached 32433000 with a 22% margin.
Net income was 129655000, including a 117994000 income tax benefit.
Monthly Active Users grew 20% year-over-year to 95800000.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For FY 2026, Life360 expects revenue of 640000000 to 680000000 and Adjusted EBITDA of 128000000 to 138000000, with EBITDA weighted toward the second half of the year.
Positive Outlook
- FY26 consolidated revenue expected between 640000000 and 680000000.
- FY26 subscription revenue expected between 460000000 and 470000000.
- FY26 other revenue expected between 140000000 and 160000000.
- FY26 Adjusted EBITDA expected between 128000000 and 138000000.
- Global MAU growth expected at 20% year-over-year.
Challenges Ahead
- Adjusted EBITDA expected to be lighter in the first half of 2026.
- Hardware revenue expected between 40000000 and 50000000, indicating lower relative growth.
- Ongoing investment in advertising and international expansion may pressure near-term margins.
- Forward-looking Adjusted EBITDA cannot be reconciled to GAAP without unreasonable effort.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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